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Securities-Backed Line of Credit
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1 use
Last discussed Aug 4, 2026
A borrowing strategy where investors use their stock portfolio as collateral to obtain a loan without selling their shares, maintaining market exposure while accessing liquidity.
Recently discussed in
If You Don't Understand Debt, You Don't Understand Business
Codie Sanchez · Aug 4, 2026
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Codie Sanchez
uses
Used for: Accessing liquidity for investments (down payments, business purchases, crypto) without triggering capital gains taxes by selling stocks
Praised: Preserves full portfolio exposure and voting rights, avoids capital gains tax...
vs: Compared directly to selling stock outright — mathematically shown to produce...
"You take 20K out in a loan. This is called a securities-backed line of credit or an SBLOC. The bank can actually give you this $20,000 and you still own the $100,000 portfolio. Instead of selling this, all you do is pay interest on the loan just l..."
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